Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,546 | $117,829+76.1% | $102,423+102.6% | $145,877+42.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 31.83%-18.7pp | 29.42%-16.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $11,042 | $3,615+205.5% | $3,023+265.3% | $4,663+136.8% |
| Participant deferral / active EE | $17,469 | $5,732+204.7% | $5,054+245.6% | $6,691+161.1% |
| Admin fee / account holder | $926 | $13,335-93.1% | $9,455-90.2% | $13,402-93.1% |